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2024

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Best Financial Advisors in Rocklin, CA

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Rocklin Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

23Reviewed

17Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Rocklin, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Rocklin, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Rocklin? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

4240 Rocklin Road Ste. 6, Rocklin, CA 95677
WebsiteLicense: 2472497

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Legato Financial Divorce Planning addresses the needs of clients in Rocklin and the surrounding areas. Its owner, Tony Owings, is a Certified Financial Planner who has been in the industry since 1994. As a CFDA, he handles financial-related matters in divorce cases. He is well-versed in composing an equitable counteroffer with supporting documentation to obtain a reasonable settlement. Owings also provides advice on valuing marital homes, assets, and debts and dividing pension and retirement accounts.

  • Certified Financial Planner (CFP)

4180 Douglas Blvd., Suite 200, Granite Bay, CA 95746
WebsiteLicense: 173194

Expertise.com Rating

Review Sources

Google
5.0 (17)

Why choose this provider?

Abound Financial serves the residents of Rocklin and the surrounding areas. The Granite Bay-based company provides financial advice to make retirement easier for clients. It understands their financial situations, reviews their goals, designs personalized financial plans or investment services, and routinely checks the strategies to accommodate their growing or fluctuating goals. David Laut, the firm's CEO, is a Certified Financial Planner who has been in the field for nearly 15 years serving families in the local community.

  • Certified Financial Planner (CFP)

2130 Professional Drive Suite 190, Roseville, CA 95661
WebsiteLicense: 116587

Expertise.com Rating

Why choose this provider?

Smart Investor has been providing wealth management solutions to communities like Rocklin since 2001. With the approach that involves focusing on what one can control, its advisors lead clients in their investment and financial planning goals. They look through documents like tax returns, pension statements, and life insurance policies to craft schemes for wealth accumulation and retirement. They also create diversified portfolios covering options like mutual funds. The firm holds a certification from the Centre for Fiduciary Excellence.

  • Certified Financial Planner (CFP)
  • Retirement Planning

5 Sierragate Plaza Ste. 340, Roseville, CA 95678
WebsiteLicense: 1220929

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
5.0 (4)

Why choose this provider?

Hutchison Financial Group, Inc., helps clients in Rocklin and nearby locations. Its team assists them in achieving their goals and minimizing risks by handling different aspects of their financial life, which include business, education, estate, insurance, retirement, and tax planning. It advises on inter-generational wealth transfer strategies and ways to manage charitable foundations and philanthropic activities. It also recommends common and alternative investments such as equities, ETFs, mutual funds, taxable and tax-exempt bonds, and UITs. Hutchison Financial Group was established in 1982.

  • Private Wealth Advisor

5716 Lonetree Blvd. Suite 2, Rocklin, CA 95765
WebsiteLicense: 290666

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Blue Oaks Financial is a fiduciary wealth advising firm that helps Rocklin residents plan and prepare their finances for retirement. Its team of financial advisors provides consulting packages that cover retirement planning, real estate equity, debt reduction plan, and investment strategies. Their clients include mainly current and former educators of the California public school system. Ryan Burgess, the firm's managing director, has been in the financial services industry for over two decades and holds the Accredited Investment Fiduciary and Certified Financial Planner designations.

  • Retirement Planning
  • Certified Financial Planner (CFP)

2360 Professional Drive Suite 200, Roseville, CA 95661

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Blueprint Financial and Insurance Services, LLC, is a Roseville-based financial agency assisting individuals, families, and businesses in Rocklin and nearby metros. It provides personalized services that are tailored to the needs, wants, and long-term goals of its clients to build wealth, protect, and preserve their assets. Its services include life and health insurances, investment products and services, annuities, disability income insurances, and 401(k) plans. Its senior financial advisor and owner, Deron Allred, has been in the industry since 1987 and is a Certified Financial Planner.

  • Retirement Planning

2271 Lava Ridge Court Suite 200, Roseville, CA 95661

Expertise.com Rating

Why choose this provider?

Pinnacle Wealth Management, LLC, is an independent company serving Rocklin and the surrounding areas. It caters to individuals, families, and business owners, helping them achieve financial protection through its asset management solutions. The company handles matters related to mutual and exchange-traded funds, stocks, and bonds. It also provides comprehensive financial and investment planning services. Additionally, it deals with equity, fixed-income, and alternative and global allocation issues. CEO Jack Zborralske holds the Accredited Investment Fiduciary designation.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Rocklin, CAFree Consultation
Legato Financial Divorce Planning
4240 Rocklin Road Ste. 6, Rocklin, CA 95677
Abound Financial
4180 Douglas Blvd., Suite 200, Granite Bay, CA 95746
Smart Investor
2130 Professional Drive Suite 190, Roseville, CA 95661
Hutchison Financial Group, Inc.
5 Sierragate Plaza Ste. 340, Roseville, CA 95678
Blue Oaks Financial
5716 Lonetree Blvd. Suite 2, Rocklin, CA 95765
Blueprint Financial and Insurance Services, LLC
2360 Professional Drive Suite 200, Roseville, CA 95661
Pinnacle Wealth Management, LLC
2271 Lava Ridge Court Suite 200, Roseville, CA 95661

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the ways to minimize your taxes in Rocklin?

    There are many ways to minimize taxes in Rocklin. You can utilize a tax-loss harvesting strategy that can reduce the overall taxes on your portfolio. You need to remember that long-term gains are usually taxed at the lower 15% and short-term gains are taxed at higher ordinary income rates. You can also apply for 401(k) or IRA plans because they are tax-deferred retirement accounts.

  • When should you consider responsible investing in Rocklin?

    In Rocklin, responsible investing is a personal decision. Your choice depends on your personal and economic beliefs, values, and goals. If you decided to consider responsible investing, you can keep your portfolio on track, while reflecting on your values at the same time. You have to match your investment portfolio and your personal values to achieve responsible investing.

  • How can you avoid investment and estate planning problems in Rocklin?

    You can avoid investment and estate planning problems in Rocklin through tax management solutions. Most of the time estate and gift taxes give a hard time to individuals and business owners. If you manage your taxes properly, you can minimize your estate taxes. Tax management also helps you make sure that your portfolio is tax-efficient by choosing tax-advantaged investments.

  • When can you apply for Social Security benefits in Rocklin?

    You have several options when you apply for Social Security benefits in Rocklin. You can apply three months before you turn 62 years old — this is the earliest benefit age. If you are 62 or older, you can apply four months before you want to start your benefits or you can start your benefits the month you apply.

  • Why is it important to include Medicare as a part of your retirement strategy in Rocklin?

    Including Medicare as a part of your retirement strategy in Rocklin is important because it will help you with your financial liabilities when you age. Medicare has various coverage options, including Part A, B, C, and D. When you retire, these policies can help you pay for your hospital and home health care, doctor fees, and outpatient procedures.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.